See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,189 | $86,929+162.5% | $102,423+122.8% | $80,856+182.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 17.35% | 18.88%-1.5pp | 29.32%-12.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $2,875 | $2,369+21.4% | $3,023-4.9% | $2,755+4.4% |
| Participant deferral / active EE | $7,677 | $4,118+86.4% | $5,053+51.9% | $4,296+78.7% |
| Admin fee / account holder | $5,577 | $8,049-30.7% | $9,451-41.0% | $6,918-19.4% |